Kimberly Phelps
Kimberly Phelps is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Petoskey, MI, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
434 E Lake St, Petoskey, MI, 49770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kimberly is involved in three outside business activities. She is involved with rental real estate, and two support companies, KAP Investment Design LLC and KP & DB LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Primevest Financial Services, INC.Broker
Harbay, Kessef & CO.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.